# Troxell Financial
Source: https://planprovider.pro/provider/troxell-financial

> Troxell Financial is an SEC-registered investment advisor that works with retirement plan sponsors and individuals, with a focus on 3(21) fiduciary services.…

Retirement Plan Advisor

Springfield, IL

## About Troxell Financial

<p>Troxell Financial is an SEC-registered investment advisor that works with retirement plan sponsors and individuals, with a focus on 3(21) fiduciary services. The firm is part of the Troxell Insurance family, founded in 1887, and also operates as Evergreen Wealth.</p>

<p>Headquartered in Springfield, Troxell Financial has offices across central Illinois—Washington, Decatur, Springfield, and Bloomington—and a Florida location in Tampa, serving clients in the Peoria–Bloomington–Springfield corridor and the Tampa Bay area. It typically works with clients who have more than $500,000 in investable assets and reported about $0.5B in assets under management in 2026.</p>

<p>The team supports plan and wealth needs that often overlap with business risk and insurance decisions. A practical differentiator is the firm’s connection to an established insurance organization, which can help align investment advice with insurance program design and risk review.</p>

<p>Troxell Financial and its affiliates, including Troxell Financial Advisors and Evergreen Wealth, provide:</p>
<ul>
<li>3(21) fiduciary investment advice for retirement plans</li>
<li>Investment management and ongoing portfolio reviews</li>
<li>Financial planning for individuals and business owners</li>
<li>Risk assessment and insurance program coordination through affiliated resources</li>
</ul>

Website: [https://www.troxellins.com/our-services/business-divisions/financial-services2/](https://www.troxellins.com/our-services/business-divisions/financial-services2/)

Founded: 1887

## Office Locations

- Washington, IL

- Decatur, IL

- Springfield, IL (Headquarters)

- Bloomington, IL

- Tampa, FL

- Springfield, IL

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $500.0M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| R.W. TROXELL & COMPANY 401(K) PROFIT SHARING PLAN|R.W. TROXELL & COMPANY, IL|$18M|105|

| THE GREEN FAMILY 401(K) PLAN|GREEN LINCOLN, INC., IL|$12M|367|

| J.J. COLLINS' SONS, INC. 401(K) PLAN|J.J. COLLINS SONS, INC., IL|$12M|130|

| IMG USA, INC. 401(K) PLAN|IMG USA, INC. DBA IMPERIAL MANUFACTURING GROUP, FL|$4M|206|

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